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Cambria Shareholder Yield ETF

35 hedge funds and large institutions have $41.4M invested in Cambria Shareholder Yield ETF in 2017 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

63% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 8

48% more capital invested

Capital invested by funds: $28M → $41.4M (+$13.5M)

6% more funds holding

Funds holding: 3335 (+2)

5.96% more ownership

Funds ownership: 22.83%28.79% (+6%)

Holders
35
Holders Change
+2
Holders Change %
+6.06%
% of All Funds
0.79%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
13
Reduced
8
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIM
1
Cambria Investment Management
California
$10.1M +$5.32M +145,253 +122%
UBS Group
2
UBS Group
Switzerland
$9.3M +$7.53M +205,525 +559%
FDCDDQ
3
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.81M +$119K +3,260 +3%
Betterment LLC
4
Betterment LLC
New York
$3.26M +$264K +7,204 +9%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$2.49M +$47.1K +1,286 +2%
AFP
6
Ausdal Financial Partners
Iowa
$1.49M +$11.7K +320 +0.8%
CFA
7
Cahill Financial Advisors
Minnesota
$1.07M +$41.7K +1,139 +4%
OC
8
Oppenheimer & Co
New York
$819K +$22K +600 +3%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$771K
SG Americas Securities
10
SG Americas Securities
New York
$649K -$857K -23,384 -58%
EAM
11
Evanson Asset Management
California
$629K
BCM
12
Brookstone Capital Management
Illinois
$611K +$249K +6,787 +74%
LPL Financial
13
LPL Financial
California
$574K +$26.1K +711 +5%
MML Investors Services
14
MML Investors Services
Massachusetts
$517K -$574K -15,668 -54%
IA
15
IFP Advisors
Florida
$498K -$373K -10,170 -44%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$476K -$1.03M -28,072 -69%
Jane Street
17
Jane Street
New York
$418K -$363K -9,906 -48%
NCM
18
New Capital Management
Texas
$410K +$1.87K +51 +0.5%
AG
19
Advisor Group
Arizona
$408K
AA
20
Ancora Advisors
Ohio
$385K
GWM
21
Geneos Wealth Management
Colorado
$383K
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$262K +$250K +6,820 New
FHA
23
Flagship Harbor Advisors
Massachusetts
$252K
RJA
24
Raymond James & Associates
Florida
$210K +$200K +5,462 New
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$127K -$16.4K -447 -12%

SYLD Hedge Fund Activity: Q4 2017 in Review

35 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Cambria Shareholder Yield ETF (SYLD) for Q4 2017, worth a combined $41.4M — up 48% from $28M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new SYLD positions and 2 closed out — a net gain of 2 holders — while 13 added to existing stakes and 8 trimmed.

The largest buyer was UBS Group, adding an estimated $7.53M. The largest seller was Susquehanna International Group, cutting an estimated $1.03M.

  • 35 institutional investors held Cambria Shareholder Yield ETF (SYLD) as of Q4 2017, up from 33 in Q3 2017.
  • Funds reported $41.4M of Cambria Shareholder Yield ETF stock for Q4 2017, up 48% quarter-over-quarter.
  • 4 funds opened new Cambria Shareholder Yield ETF positions in Q4 2017 and 2 closed out, a net change of +2 holders.
  • The largest Cambria Shareholder Yield ETF buyer in Q4 2017 was UBS Group, an estimated $7.53M added.
  • The largest Cambria Shareholder Yield ETF seller in Q4 2017 was Susquehanna International Group, an estimated $1.03M sold.

Based on aggregated 13F filings for Q4 2017.